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CLBFX vs SQBIX
CLBFX vs SQBIX Comparison
Open Charts CLBFX vs SQBIX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
X-Square Balanced Fund, LLC Instl
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets74.28M
CLBFX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. SQBIX (74.3M). CLBFX pays higher dividends than SQBIX: CLBFX (1.97) vs SQBIX (1.67). CLBFX was incepted earlier than SQBIX: CLBFX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). CLBFX has a lower initial minimum investment than SQBIX: CLBFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 10.81 vs. CLBFX (8.11). SQBIX return over 5 years is better than : 46.67 vs. CLBFX (40.98).
| CLBFX | SQBIX | CLBFX / SQBIX | |
| Total Expense Ratio | 0.67 | 2.39 | 28% |
| Annual Report Gross Expense Ratio | 0.67 | 2.39 | 28% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.847 | 7.456 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 74.3M | 344,549% |
| Annual Yield % from dividends | 1.97 | 1.67 | 118% |
| Returns for 1 year | 8.11 | 10.81 | 75% |
| Returns for 3 years | 31.15 | 34.23 | 91% |
| Returns for 5 years | 40.98 | 46.67 | 88% |
| Returns for 10 years | 82.32 | N/A | - |
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